Cerity Partners
NET icon

Cerity Partners’s Cloudflare NET Stock Holding History

Cerity Partners’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.5M Buy
110,928
+44,821
+68% +$13.3M 0.04% 319
2026
Q2 		$16.2M Buy
66,107
+18,409
+39% +$4.03M 0.02% 554
2026
Q1 		$9.8M Buy
47,698
+16,997
+55% +$3.24M 0.01% 699
2025
Q4 		$6.05M Sell
30,701
-2,835
-8% -$600K 0.01% 844
2025
Q3 		$7.2M Buy
33,536
+6,005
+22% +$1.23M 0.01% 719
2025
Q2 		$5.39M Buy
27,531
+6,363
+30% +$924K 0.01% 768
2025
Q1 		$2.39M Buy
21,168
+2,489
+13% +$330K ﹤0.01% 1035
2024
Q4 		$1.9M Buy
18,679
+263
+1% +$25.7K ﹤0.01% 1128
2024
Q3 		$1.49M Buy
18,416
+13,885
+306% +$1.12M ﹤0.01% 1222
2024
Q2 		$375K Sell
4,531
-3,645
-45% -$294K ﹤0.01% 1690
2024
Q1 		$792K Buy
8,176
+375
+5% +$34K ﹤0.01% 1383
2023
Q4 		$649K Buy
+7,801
New +$546K ﹤0.01% 1159
2022
Q1 		– Sell
-1,573
Closed -$209K – 1052
2021
Q4 		$209K Buy
+1,573
New +$264K ﹤0.01% 918

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cerity Partners's NET Position: Q3 2026 in Review

Cerity Partners increased its Cloudflare (NET) stake by 68% in Q3 2026, buying an estimated $13.3M and bringing the position to 110,928 shares worth $38.5M. The position accounts for 0.04% of the portfolio, ranked #319.

Cerity Partners first reported a position in NET in Q4 2021 and has held it in 13 quarters since. 1,150 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Cerity Partners held 110,928 shares of Cloudflare worth $38.5M as of Q3 2026.
  • Cerity Partners bought 44,821 Cloudflare shares in Q3 2026, an estimated $13.3M.
  • Cloudflare made up 0.04% of Cerity Partners's portfolio in Q3 2026, its #319 holding.
  • Cerity Partners first reported a position in Cloudflare in Q4 2021 and has held it in 13 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.